Educational Webinars for Financial Advisors
Join industry experts and learn how to leverage AI and automation to grow your advisory practice, improve client outcomes, and stay ahead of the competition.
Get Started with Short-Form Video as a Financial Advisor
Learn the secrets of short-form video from the most successful CFP® professionals on social media, Nick Meyer, CFP® and Nate Hoskin, CFP®, AWMA of N2 Content Marketing (2 million+ followers, 450 million+ views) + how to screen, convert and onboard the leads you get from social media with Investipal.
This webinar will cover:
Why you NEED to embrace Short-Form Video. The numbers don't lie: financial advisors who don't leverage short-form video content will fall behind.
Exactly how to get started with Short-Form Video including an overview of the different platforms, profile setup best practices, what equipment you'll need, and more.
How to use Investipal's automations to increase conversions and free up time to create more content. Learn how Investipal makes it easy to qualify, convert and onboard the leads you'll receive from social media, shortening sales processes from the typical 1-3 weeks to 1 day.
Speakers
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Cameron Howe
CEO
Investipal
Nick Meyer, CFP®
Co-Founder
N2 Content Marketing
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Nate Hoskin, CFP®, AWMA
Co-Founder
N2 Content Marketing
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